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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$151M +$27.4M +75,118 +27%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$146M -$26.7M -73,139 -18%
AllianceBernstein
28
AllianceBernstein
Tennessee
$139M +$25M +68,434 +27%
Northern Trust
29
Northern Trust
Illinois
$136M -$678K -1,859 -0.6%
Morgan Stanley
30
Morgan Stanley
New York
$133M +$19.1M +52,309 +20%
Macquarie Group
31
Macquarie Group
Australia
$132M +$53.2M +145,722 +90%
Fisher Asset Management
32
Fisher Asset Management
Washington
$126M -$11.5M -31,447 -10%
Renaissance Technologies
33
Renaissance Technologies
New York
$124M +$64.6M +177,000 +159%
Citadel Advisors
34
Citadel Advisors
Florida
$120M +$97.8M +267,928 +2,070%
Legal & General Group
35
Legal & General Group
United Kingdom
$120M +$2.19M +6,001 +2%
GGHC
36
Gilder Gagnon Howe & Co
New York
$119M -$1.63M -4,467 -2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$118M -$87.7M -240,230 -46%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$114M +$22.5M +61,720 +30%
Ameriprise
39
Ameriprise
Minnesota
$102M -$12.9M -35,338 -13%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$99M +$84.3M +231,000 New
Tiger Global Management
41
Tiger Global Management
New York
$96M -$41M -112,280 -33%
Marshall Wace
42
Marshall Wace
United Kingdom
$95.1M -$3.3M -9,045 -4%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$94.5M +$80.5M +220,487 New
GKIM
44
GW&K Investment Management
Massachusetts
$89.6M +$1.13M +3,091 +2%
Amundi
45
Amundi
France
$85.1M -$143M -391,615 -65%
FCM
46
Frontier Capital Management
Massachusetts
$84M +$23.1M +63,235 +48%
Holocene Advisors
47
Holocene Advisors
New York
$82.5M +$16.1M +44,190 +30%
Millennium Management
48
Millennium Management
New York
$80.8M -$38.2M -104,597 -36%
Swiss National Bank
49
Swiss National Bank
Switzerland
$78.5M -$839K -2,300 -1%
EAM
50
Eventide Asset Management
Massachusetts
$76.5M +$18.2K +50 +0%
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HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.